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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,696 | $29,716+107.6% | $56,077+10.0% | $80,925-23.8% |
| Participation rate | 16.1% | 41.7%-25.6pp | 52.5%-36.4pp | 67.7%-51.5pp |
| Annual return | 13.73% | 35.30%-21.6pp | 1709.28%-1695.6pp | 35.65%-21.9pp |
| Employer contribution / active EE | $571 | $671-14.9% | $1,040-45.1% | $2,756-79.3% |
| Participant deferral / active EE | $1,206 | $1,228-1.8% | $1,954-38.3% | $4,299-71.9% |
| Admin fee / account holder | $6,263 | $2,432+157.5% | $2,825+121.7% | $6,940-9.8% |